Following the help doc, you can go to Reports --> All Folders Right click on the down arrow at the right side of the folder and select share Now, on the sharing screen, you can select Public Groups to share with.
- Enter a Folder Label . ...
- Choose a Public Folder Access option. ...
- Select an email template and click Add to store it in the new folder. ...
- Choose a folder visibility option: ...
- Click Save.
How do I create a Salesforce maps subfolder for my team?
Start by creating a subfolder for the sales team in the Corporate Folder. To learn more about folder structure recommendations complete the Salesforce Maps Configuration Badge. If you’re not currently in the Maps app, click and select Salesforce Maps. Select the Maps tab. If a Privacy Policy appears, select Dismiss.
How do I create new folders in sales dashboards?
Click the Dashboards tab. Click New Folder and enter the details. For Folder Label, enter Global Sales Dashboards. Click in the Folder Unique Name text box to auto-populate the unique name. Don't worry, the unique name of this folder isn't checked. Click Save. Share all the new folders with the Sales team: Click Created by Me under Folders.
How do I create folders in my organization?
In order to create folder in your organization, Folders and Enhanced Sharing should be enabled. See Enable Folders and Enhanced Sharing for Email Templates and Select Which Users Can Create and Share Email Template Folders for reference.
How do I create an Org in Salesforce maps?
Sign up for a free Developer Edition org with Salesforce Maps. Fill out the form. For Email, enter an active email address. For Username, enter a username that looks like an email address and is unique, but it doesn’t need to be a valid email account (for example, [email protected]). After you fill out the form, click Sign me up.
How do I create a public folder in a Salesforce report?
Create a Folder for Article ReportsIn the Report Folder section of the Reports tab, click Create New Folder.Enter Article Reports in the Folder Label field.Optionally, modify the Group Unique Name .Choose a Public Folder Access option. ... Choose a folder visibility option.Click Save.
How do I create a public folder in Salesforce dashboard?
Create a new dashboard folder called Global Sales Dashboards:Click the Dashboards tab.Click New Folder and enter the details.For Folder Label, enter Global Sales Dashboards .Click in the Folder Unique Name text box to auto-populate the unique name. ... Click Save.
How do I create a shared folder in Salesforce?
next to the New Folder button, and select Share. From the Share With dropdown, select who you want to share with. For Name, enter the name you want to match. The name must match the category (such as user, group, or role).
How do I create a public Reports folder?
Sharing Content with Other UsersNavigate to the Reports tab.Select All Folders listed on the left-hand side. ... Click the carrot on the far right of the row with your Report Folder name.Select Share from the dropdown.In the new popup window, Share with Public Groups or Users, View Access.Click Share, and then Done.
How do I create a folder in Salesforce lightning?
You can create report and dashboard folders in Lightning Experience....On the Reports or Dashboards tab, click New Folder.Name the folder. The folder name must be unique across all report and dashboard folders.Click Save.
How do I give access to my Salesforce dashboard?
Grant Users Access to Reports and DashboardsClick. ... In the Quick Find box, enter Profiles , then select Profiles.Click the Program Management Standard User profile.In the System section, click System Permissions.Click Edit.Select View Dashboards in Public Folders and View Reports in Public Folders.Click Save.
What are Salesforce public groups?
A public group is a collection of individual users, other groups, individual roles, and/or roles with their subordinates that all have a function in common. Why public groups are used in Salesforce? Public groups in Salesforce are use to define sharing rules.
Can you share a private folder Salesforce?
Notes about folder sharing: When you save a report or dashboard, it goes by default into your private reports or dashboards folder. To save to a public or custom folder, select the folder in the Save dialog box....Required Editions.Salesforce ClassicLightning ExperienceMy Personal DashboardsPrivate Dashboards2 more rows
How do I Create a folder in a document object in Salesforce?
Click Create New Folder or Edit from the Documents tab or the Classic Email Templates Setup page.Enter a Folder Label . ... Choose a Public Folder Access option. ... Select an email template and click Add to store it in the new folder. ... Choose a folder visibility option: ... Click Save.
How do I make a folder viewable by all internal users in Salesforce?
Search for All Internal Users and it should eventually display (might take a second). Select that group and set the Access to view. Now, all internal users have view access to that folder.
Who can see public Reports in Salesforce?
Required Editions. When enhanced folder sharing is enabled, all users get Viewer access to report and dashboard folders, except users with higher administrative permissions. To give users broader privileges, assign Editor or Manager folder access and give report and dashboard user permissions as needed.
What is report folder in Salesforce?
A folder is a place where you can store reports, dashboards, documents, or email templates. Folders can be public, hidden, or shared, and can be set to read-only or read/write. You control who has access to its contents based on roles, permissions, public groups, and license types.
How to share a report folder?
Following the help doc, you can go to Reports --> All Folders. Right click on the down arrow at the right side of the folder and select share . Now, on the sharing screen, ...
How to share a folder with a group?
Right click on the down arrow at the right side of the folder and select share. Now, on the sharing screen, you can select Public Groups to share with. Search for All Internal Users and it should eventually display (might take a second). Select that group and set the Access to view.
Introduction
Your company is planning its quarterly customer visits to Salesforce accounts with open opportunities. This is time-consuming if you have to comb through the account records, find the location of each customer, and then schedule meetings in the most efficient way possible.
Benefits of Marker Layer Builder
As outlined in the Salesforce Maps Layers badge, the Marker Layer Builder allows for:
Marker Layer Folders
In this project, you get hands-on practice building a marker layer for a sales user in Salesforce Maps. But, before you create a marker layer for sales users, let’s get organized and ensure users have access to relevant marker layers. In this case, create a folder for the sales team. All sales related marker layers will be stored in that folder.
Sign Up for a Developer Edition Org with Salesforce Maps
To complete this module, you need a special Developer Edition org that contains Salesforce Maps and sample data. Get the free Developer Edition and connect it to Trailhead now so you can complete the challenges in this module. Note that this Developer Edition is designed to work with the challenges in this badge, and may not work for other badges.
Create Marker Layer Folders
Start by creating a subfolder for the sales team in the Corporate Folder.
Verify Step
You’ll be completing this project in your own hands-on org. Click Launch to get started, or click the name of your org to choose a different one.
Introduction
Imagine trying to comb through your Salesforce data to figure out what percentage of your opportunities had been closed this year. After a few hundred clicks, you would get pretty frustrated. Luckily, there are Salesforce reports and dashboards to make your life easier.
Benefits of Reports and Dashboards
You and your sales and marketing managers benefit from reports and dashboards in these ways:
Your Stakeholders' Reporting Needs
In this project, you'll get hands-on practice building reports and dashboards on the Salesforce platform from start to finish. Let's see the reports and dashboards you'll build for each of your stakeholders to track key business information.
Follow Along with Trail Together
Want to follow along with an instructor as you work through this step? Take a look at this video, part of the Trail Together series on Trailhead Live. You can find a link to the full session in the Resources section.
Create Report and Dashboard Folders
You've received a lot of requests from various stakeholders to analyze data in Salesforce. How do you keep it all organized? Start by creating the necessary folders that can be shared with various team members.
Verify Step
You’ll be completing this project in your own hands-on org. Click Launch to get started, or click the name of your org to choose a different one.